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Portfolio (Quarterly) Guide ↗

Illinois Municipal Retirement Fund

· CIK 0001541910
13F Portfolio $7.9B AUM 1,127 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 548 Added 489 Reduced 79 Exited
Page 15 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LYFT LYFT INC Technology 478,555.0 $6.4M 0.08% +96K +25.1% $13.30 +1.4%
282 RF REGIONS FINANCIAL CORP NEW Financial Services 241,882.0 $6.3M 0.08% +13K +5.8% $26.12 +5.4%
283 VRSK VERISK ANALYTICS INC Industrials 33,294.0 $6.3M 0.08% -18K -35.6% $189.75 -10.1%
284 ORI OLD REP INTL CORP Financial Services 157,973.0 $6.3M 0.08% +57K +56.3% $39.90 -0.6%
285 CF CF INDUSTRIES HOLD Basic Materials 48,480.0 $6.3M 0.08% +489.0 +1.0% $129.84 -6.3%
286 DGX QUEST DIAGNOSTICS INC Healthcare 31,496.0 $6.2M 0.08% +3K +12.1% $195.98 -1.1%
287 BPOP POPULAR INC Financial Services 45,852.0 $6.2M 0.08% +9K +24.1% $134.17 +11.4%
288 HAS HASBRO INC Consumer Cyclical 65,408.0 $6.1M 0.08% +24K +57.3% $93.60 -3.8%
289 ANET ARISTA NETWORKS INC Technology 49,557.0 $6.1M 0.08% -1K -2.7% $122.78 +21.0%
290 CHKP CHECK POINT SOFTWARE TECH LT Technology 42,444.0 $6.1M 0.08% -5K -10.3% $142.85 -7.8%
291 MCO MOODYS CORP Financial Services 13,782.0 $6.0M 0.08% $436.25 +2.1%
292 TTC TORO CO Industrials 64,217.0 $6.0M 0.08% +10K +19.4% $93.44 -4.6%
293 MTCH MATCH GROUP INC NEW Communication Services 195,189.0 $6.0M 0.08% +21K +11.8% $30.71 +16.1%
294 FIVE FIVE BELOW INC Consumer Cyclical 26,114.0 $6.0M 0.08% +7K +39.5% $228.48 -3.8%
295 AXS AXIS CAP HLDGS LTD Financial Services 58,829.0 $6.0M 0.08% +1K +2.5% $101.41 -0.7%
296 RDDT REDDIT INC Communication Services 43,993.0 $5.9M 0.07% +776.0 +1.8% $134.65 +9.0%
297 AMG AFFILIATED MANAGERS GROUP Financial Services 21,367.0 $5.9M 0.07% +7K +46.6% $276.70 +9.4%
298 HALO HALOZYME THERAPEUTICS INC Healthcare 90,977.0 $5.9M 0.07% +31K +50.5% $64.63 +6.0%
299 JKHY HENRY JACK & ASSOC INC Technology 37,005.0 $5.8M 0.07% +599.0 +1.6% $158.04 -11.7%
300 UI UBIQUITI INC Technology 7,374.0 $5.8M 0.07% +56.0 +0.8% $790.29 -24.2%
Page 15 of 57  ·  1,127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 13.6%
Consumer Cyclical 12.3%
Healthcare 11.0%
Communication Services 9.4%
Consumer Defensive 8.7%
Industrials 8.1%
Energy 4.9%
Utilities 3.7%
Real Estate 1.8%